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Apple Inc. Message Board

  • sameas55 sameas55 Feb 3, 2013 11:56 AM Flag

    This is the real new and NOT CNBC INFOMERCIAL:

    Apple needs to sell more iPhones. Despite posting a record-breaking quarter, investors still want more.
    Rumor has it, a budget iPhone is on its way.
    Tom's Hardware has uncovered a patent for a plastic iPhone with no home button.
    The patent was filed in February 2012 but was awarded just last month.
    "The filing itself lists Apple engineers Chong Yip Chow, Hongqin Zhang, Shizhe Shen and Michael DiVincent as principal inventors," Tom's Hardware reports.

    Sentiment: Strong Buy

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    • With all the talk in the press about Samsung being the king of smartphones, the real stats show a much different picture. It was reported last week that Apple has surpassed Samsung to become the top mobile-phone maker in the U.S. and a new report issued by Hong Kong's Counterpoint Research clearly acknowledges that Apple nabbed 70% of the global smartphone profits, Samsung 25% and Nokia 2%. How great is Samsung's leadership when they could only muster about a third of Apple's profits while offering 5 to 10 more smartphone models than Apple? It just goes to prove that Samsung's so-called smartphone leadership is in bravado alone pumped up by the press who thinks that market share is the only measure of leadership.

      Sentiment: Strong Buy

    • At the same time, Apple seems to feel a need to break out facts about the iPad in business, noting that "virtually all of the Fortune 500 and over 85 percent of the Global 500" are currently deploying or testing iPads. The companies are "regularly utilizing large amounts of data such as 3D CAD files, X-rays, film edits, music tracks, project blueprints, training videos and service manuals."

      To me, this seems as if it's geared toward Wall Street analysts as a reminder that Apple's iPad isn't just another consumer device that has to play at the low-cost household kitchen table. Oh, and how do you like those margins? The 128-GB iPad isn't a low-cost iPad mini with smaller margins.

      So Wall Street, don't worry about Apple. The margins will drop a little, but they'll hold. Virtually all Fortune 500 companies are using the iPad, did you hear that? Businesses are using them for things you can't imagine -- like analyzing football team film and creating digital playbooks.

      Sentiment: Strong Buy

      • 2 Replies to sameas55
      • Lower planned purchases of production equipment sets up for higher iPhone 5S margin. The 10-Q discloses $904M of commitments for equipment purchases compare to $4.5B just two quarters ago when Apple invested in new in-cell touch displays for the iPhone 5. The decrease is likely due to iPhone 5S not requiring significant hardware changes, therefore iPhone GM could be much higher in C2H13.
        NAND prices hurt in December but could ease. Deferred margin on component sales represents Apple's component cost advantage relative to spot prices and correlates with Apple's GM. This metric deteriorated in C2H12 but could improve going forward given the recent increase in spread between NAND contract and spot prices. A more favorable NAND contract price trend is consistent with Apple increasing NAND in the 9.7" iPad last week.
        Apple's off balance sheet purchase commitments not worse than seasonal. Purchase commitments of $19.8B fell 10% Q/Q vs. five-year average of -12%, and suggest C1Q13 revenue could trend closer to seasonal average of -17% vs. our model of -21%

      • atapinternational Feb 4, 2013 1:14 AM Flag

        Wall Street is capitalizing on the Options traders that have been speculating on AAPL. Hedge Funds sell Options not the shares and speculators buy the options. Eventually if the options are not exercised the Hedge Funds keep the shares plus the premium. Too many options being sold but not too many buying shares

        Sentiment: Strong Sell

    • Cook has described the iPad as the "mother of all opportunities."
      "On iPad in particular, we have the mother of all opportunities here, because the Windows market is much, much larger than the Mac market is," Cook said. "And I think it is clear that it's already cannibalizing some, and I think there's a tremendous amount of more opportunity there and as you know I've said for two or three years now that I believe the tablet market will be larger than the PC market at some point, and I still believe that. And you can see by the growth in tablets and the pressure on PCs that those lines are beginning to converge."

      Sentiment: Strong Buy

    • Apple has acquired 18 patents related to "axis-based user interface technology," the intellectual property's former owner Maya-Systems announced yesterday.
      According to Maya-Systems, which developers content-management technologies, the companies signed the deal in the third quarter of 2012. Apple acquired only a portion of the company's axis-based user interface technology.
      Maya-Systems' axis-based technologies allows developers to group files around a given axis. In some cases, that can mean timelines. The technology is available in the company's IAmOrganized program, which provides file management and cloud storage.

      Sentiment: Strong Buy

    • 18 million tablets -- that's a big number
      Turkey initiated the Fatih project, stylized as F@tih, in November 2010. The basic premise was to modernize education by providing tablets to students and administrators. What makes the program so interesting is its enormous size and scope.

      Turkey is hoping to purchase 17 million tablets for students and approximately 1 million for administrative employees and teachers. The rollout is expected to happen in an extremely fast time frame, considering many educational decisions are made at glacial changes. The project is expected to be completed within three years.

      Sentiment: Strong Buy

    • I was trying to post a link from Bloomberg TV called:
      Why Can't Apple Keep Up With iMac Demand?
      But Yahoo doesn't allow links any longer?!!.

      Sentiment: Strong Buy

    • These last two releases, coming on the heels of Apple's first fiscal quarterly report of 2013 -- over which it was busted left and right for having record results that failed to meet Wall Street expectations -- only really make sense when read between the lines. In fact, these two releases have the feel of something crafted for the naysayers rather than the enthusiasts.

      In the case of iOS 6.1, the whole release seems to hinge on the point that Apple iOS users represent a huge collective force. To date, Apple reports, iOS users have uploaded more than 9 billion photos to Photo Stream, sent more than 450 billion iMessages, and received more than 4 trillion notifications.

      In addition, Phil Schiller, Apple's senior vice president of marketing, gets into the action by noting, "iOS 6 is the world's most advanced mobile operating system, and with nearly 300 million iPhone, iPad and iPod touch devices on iOS 6 in just five months, it may be the most popular new version of an OS in history."

      What's he really saying? A bit shrilly, he's saying the OS is more advanced -- but more to the point, there are 300 million iOS 6 users out there. The subtext? Apple's devices and users are not like other users -- like Android users who may be using a bunch of old, not-so-modern versions that might never, if it's even possible, get upgraded.

      Sentiment: Strong Buy

    • At the end of the day, Apple logged a 17.7 percent year-over-year revenue increase to $54.51 billion. Earnings came in at $13.81 per share, beating average estimates by about 35 cents, and coming in well ahead of the company’s own guidance of $11.75. The stock’s killer seems to be that expectations were overall inaccurate. Considerable growth in a rapidly-changing, highly-competitive industry was overshadowed by enormous confusion, but by taking a look at useful information investors can get a better idea of what to expect from this company.

      Sentiment: Strong Buy

    • Please share your REAL AAPL story here.

      Sentiment: Strong Buy

    • With that being said, we're going to reveal the top five holdings of the Billionaire Hedge Fund Index, so retail investors can begin to learn how to best prepare their portfolios for the future.

      Apple Inc. (AAPL) was tied for first among the 40-plus billionaires tracked by the Index, with 18 mega-investors holding at least $10 million worth of the stock at the end of the last 13F-filing period with the SEC. Apple's swoon has been well-documented by all corners of the blogosphere, but shares are still up more than 11% since the start of 2012.

      Sentiment: Strong Buy

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